Arlo Technologies, Inc. (ARLO) — Institutional Holders, Q2 2026
262 institutional investment managers reported a ARLO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
ARLO in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- First Eagle Investment ManagementAdded · +659,700 sh+$8.9M
- Swedbank ABAdded · +632,175 sh+$8.5M
- STATE STREETAdded · +576,780 sh+$7.8M
- BRANDES INVESTMENT PARTNERSAdded · +534,798 sh+$7.2M
- WASATCH ADVISORSAdded · +489,668 sh+$6.6M
Biggest sellers
- D. E. ShawTrimmed · -1,103,025 sh-$14.9M
- Qube Research & Technologies LtdSold out · -784,139 sh-$10.6M
- MARSHALL WACE, LLPTrimmed · -761,045 sh-$10.3M
- JANE STREET GROUPSold out · -705,232 sh-$9.5M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIPTrimmed · -566,592 sh-$7.6M
ARLO 13F holders ranked 1–100 of 262
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 17,506,791 sh | 17,506,791 | $236.0M | <0.01% | +2.7% |
| 2 | BRANDES INVESTMENT PARTNERS#2 · 10,753,652 sh | 10,753,652 | $145.0M | 1.02% | +5.2% |
| 3 | WASATCH ADVISORS#3 · 5,915,935 sh | 5,915,935 | $79.7M | — | +9.0% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT#4 · 5,829,891 sh | 5,829,891 | $78.6M | <0.01% | +7.4% |
| 5 | STATE STREET#5 · 4,894,701 sh | 4,894,701 | $66.0M | <0.01% | +13.4% |
| 6 | VANGUARD CAPITAL MANAGEMENT#6 · 4,617,160 sh | 4,617,160 | $62.2M | <0.01% | +3.7% |
| 7 | RICE HALL JAMES & ASSOCIATES#7 · 3,732,962 sh | 3,732,962 | $50.3M | 2.45% | +2.0% |
| 8 | GEODE CAPITAL MANAGEMENT#8 · 2,736,321 sh | 2,736,321 | $36.9M | <0.01% | +10.4% |
| 9 | Jupiter Topco#9 · 2,563,579 sh | 2,563,579 | $34.6M | 0.01% | — |
| 10 | RENAISSANCE TECHNOLOGIES#10 · 2,049,849 sh | 2,049,849 | $27.6M | 0.04% | 0.0% |
| 11 | EMERALD ADVISERS#11 · 2,021,645 sh | 2,021,645 | $27.3M | 0.64% | +0.1% |
| 12 | NEEDHAM INVESTMENT MANAGEMENT#12 · 1,995,000 sh | 1,995,000 | $26.9M | 0.81% | +13.4% |
| 13 | PRIMECAP MANAGEMENT#13 · 1,942,330 sh | 1,942,330 | $26.2M | 0.02% | -16.2% |
| 14 | Swedbank AB#14 · 1,582,175 sh | 1,582,175 | $21.3M | — | +66.5% |
| 15 | AWM Investment Company#15 · 1,466,009 sh | 1,466,009 | $19.8M | 1.72% | +15.9% |
| 16 | NORTHERN#16 · 1,465,849 sh | 1,465,849 | $19.8M | <0.01% | +13.5% |
| 17 | Nuveen#17 · 1,369,047 sh | 1,369,047 | $18.5M | <0.01% | -7.5% |
| 18 | ROYCE & ASSOCIATES#18 · 1,344,074 sh | 1,344,074 | $18.1M | 0.15% | +24.2% |
| 19 | MORGAN STANLEY#19 · 1,342,604 sh | 1,342,604 | $18.1M | <0.01% | +9.2% |
| 20 | EMERALD MUTUAL FUND ADVISERS#20 · 1,270,713 sh | 1,270,713 | $17.1M | 0.60% | +1.1% |
| 21 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#21 · 1,194,040 sh | 1,194,040 | $16.1M | <0.01% | -32.2% |
| 22 | Hosking Partners LLP#22 · 1,186,439 sh | 1,186,439 | $16.0M | — | +2.3% |
| 23 | Herald Investment Management Ltd#23 · 1,134,325 sh | 1,134,325 | $15.3M | — | -17.6% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT#24 · 1,130,982 sh | 1,130,982 | $15.2M | <0.01% | +9.5% |
| 25 | OBERWEIS ASSET MANAGEMENT#25 · 1,093,300 sh | 1,093,300 | $14.7M | 0.30% | +11.3% |
| 26 | Granahan Investment Management#26 · 1,025,050 sh | 1,025,050 | $13.8M | 0.49% | -12.4% |
| 27 | Connor, Clark & Lunn Investment Management Ltd.#27 · 881,207 sh | 881,207 | $11.9M | 0.02% | -16.7% |
| 28 | GOLDMAN SACHS GROUP#28 · 855,768 sh | 855,768 | $11.5M | <0.01% | +5.1% |
| 29 | Granite Investment Partners#29 · 826,906 sh | 826,906 | $11.1M | 0.57% | +27.0% |
| 30 | VANGUARD FIDUCIARY#30 · 770,640 sh | 770,640 | $10.4M | <0.01% | +5.2% |
| 31 | First Eagle Investment Management#31 · 752,200 sh | 752,200 | $10.1M | 0.02% | +713.2% |
| 32 | D. E. Shaw#32 · 697,893 sh | 697,893 | $9.4M | <0.01% | -61.2% |
| 33 | Bank of New York Mellon#33 · 650,454 sh | 650,454 | $8.8M | <0.01% | +7.4% |
| 34 | S Squared Technology#34 · 644,767 sh | 644,767 | $8.7M | 2.70% | +40.2% |
| 35 | LOS ANGELES CAPITAL MANAGEMENT#35 · 629,968 sh | 629,968 | $8.5M | 0.03% | +298.0% |
| 36 | Clearbridge Investments#36 · 602,067 sh | 602,067 | $8.1M | <0.01% | +16.4% |
| 37 | Invesco Ltd.#37 · 586,749 sh | 586,749 | $7.9M | <0.01% | +22.1% |
| 38 | National Philanthropic#38 · 563,293 sh | 563,293 | $7.6M | 0.11% | 0.0% |
| 39 | FMR#39 · 533,799 sh | 533,799 | $7.2M | <0.01% | +5.4% |
| 40 | PRINCIPAL FINANCIAL GROUP#40 · 530,918 sh | 530,918 | $7.2M | <0.01% | +2.5% |
| 41 | Hillsdale Investment Management#41 · 525,882 sh | 525,882 | $7.1M | 0.16% | +56.7% |
| 42 | DIMENSIONAL FUND ADVISORS#42 · 505,451 sh | 505,451 | $6.8M | <0.01% | +750.1% |
| 43 | Prospect Capital Advisors#43 · 497,750 sh | 497,750 | $6.7M | 3.05% | +36.1% |
| 44 | AQR CAPITAL MANAGEMENT#44 · 465,694 sh | 465,694 | $6.3M | <0.01% | -26.6% |
| 45 | UBS Group AG#45 · 458,531 sh | 458,531 | $6.2M | <0.01% | -33.3% |
| 46 | OP Asset Management Ltd#46 · 453,418 sh | 453,418 | $6.1M | 0.07% | +2.0% |
| 47 | ALLIANCEBERNSTEIN L.P.#47 · 396,880 sh | 396,880 | $5.6M | <0.01% | +9.9% |
| 48 | RAYMOND JAMES FINANCIAL#48 · 416,122 sh | 416,122 | $5.6M | <0.01% | -5.6% |
| 49 | INTECH INVESTMENT MANAGEMENT#49 · 403,244 sh | 403,244 | $5.4M | 0.05% | +50.6% |
| 50 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT#50 · 398,530 sh | 398,530 | $5.4M | — | +82.8% |
| 51 | PUBLIC SECTOR PENSION INVESTMENT BOARD#51 · 373,176 sh | 373,176 | $5.0M | 0.01% | -1.6% |
| 52 | BANK OF AMERICA#52 · 359,890 sh | 359,890 | $4.9M | <0.01% | +40.5% |
| 53 | PARADIGM CAPITAL MANAGEMENT#53 · 343,100 sh | 343,100 | $4.6M | 0.13% | +1.9% |
| 54 | G2 Investment Partners Management#54 · 330,000 sh | 330,000 | $4.4M | 0.81% | +17.0% |
| 55 | Man Group plc#55 · 291,483 sh | 291,483 | $3.9M | <0.01% | -51.3% |
| 56 | ALGERT GLOBAL#56 · 291,376 sh | 291,376 | $3.9M | 0.05% | +8.1% |
| 57 | AMERIPRISE FINANCIAL#57 · 272,102 sh | 272,102 | $3.7M | <0.01% | +52.0% |
| 58 | MACKENZIE FINANCIAL#58 · 268,447 sh | 268,447 | $3.6M | <0.01% | +167.7% |
| 59 | Divisadero Street Capital Management#59 · 252,336 sh | 252,336 | $3.4M | 0.08% | +26.2% |
| 60 | FIRST ADVISORS#60 · 251,366 sh | 251,366 | $3.4M | <0.01% | New |
| 61 | RHUMBLINE ADVISERS#61 · 249,371 sh | 249,371 | $3.4M | <0.01% | -9.8% |
| 62 | Legal & General Group Plc#62 · 241,715 sh | 241,715 | $3.3M | <0.01% | +3.3% |
| 63 | HARBOR CAPITAL ADVISORS#63 · 232,982 sh | 232,982 | $3.1M | — | +19.5% |
| 64 | VOYA INVESTMENT MANAGEMENT#64 · 221,600 sh | 221,600 | $3.0M | <0.01% | -3.8% |
| 65 | WHITE PINE CAPITAL#65 · 218,648 sh | 218,648 | $2.9M | 0.70% | +70.0% |
| 66 | GABELLI FUNDS#66 · 216,530 sh | 216,530 | $2.9M | 0.02% | +85.8% |
| 67 | Swiss National Bank#67 · 203,700 sh | 203,700 | $2.7M | <0.01% | -2.9% |
| 68 | VICTORY CAPITAL MANAGEMENT#68 · 193,478 sh | 193,478 | $2.6M | <0.01% | +1072.2% |
| 69 | SEI INVESTMENTS#69 · 192,223 sh | 192,223 | $2.6M | <0.01% | -35.8% |
| 70 | 1492 Capital Management#70 · 190,114 sh | 190,114 | $2.6M | 0.76% | +9.2% |
| 71 | NEW YORK STATE COMMON RETIREMENT FUND#71 · 185,029 sh | 185,029 | $2.5M | <0.01% | +27.9% |
| 72 | ESSEX INVESTMENT MANAGEMENT#72 · 183,754 sh | 183,754 | $2.5M | — | -4.5% |
| 73 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#73 · 175,788 sh | 175,788 | $2.4M | <0.01% | +0.5% |
| 74 | LPL Financial#74 · 174,757 sh | 174,757 | $2.4M | <0.01% | +16.6% |
| 75 | FRANKLIN RESOURCES#75 · 171,094 sh | 171,094 | $2.3M | <0.01% | +1.8% |
| 76 | PRICE T ROWE ASSOCIATES#76 · 158,402 sh | 158,402 | $2.1M | <0.01% | +27.7% |
| 77 | FORMULA GROWTH LTD#77 · 140,000 sh | 140,000 | $1.9M | 0.66% | 0.0% |
| 78 | ACADIAN ASSET MANAGEMENT#78 · 139,939 sh | 139,939 | $1.9M | <0.01% | +21.6% |
| 79 | ENVESTNET ASSET MANAGEMENT#79 · 139,100 sh | 139,100 | $1.9M | <0.01% | +10.2% |
| 80 | BOOTHBAY FUND MANAGEMENT#80 · 138,090 sh | 138,090 | $1.9M | 0.02% | +99.6% |
| 81 | MIRAE ASSET GLOBAL ETFS Ltd.#81 · 133,095 sh | 133,095 | $1.8M | <0.01% | -0.1% |
| 82 | Toroso Investments#82 · 128,332 sh | 128,332 | $1.7M | <0.01% | +11.3% |
| 83 | GLOBEFLEX CAPITAL L P#83 · 128,094 sh | 128,094 | $1.7M | 0.22% | 0.0% |
| 84 | DEUTSCHE BANK AG\#84 · 121,179 sh | 121,179 | $1.6M | <0.01% | +32.7% |
| 85 | LAZARD ASSET MANAGEMENT#85 · 117,075 sh | 117,075 | $1.6M | <0.01% | +2.4% |
| 86 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM#86 · 113,955 sh | 113,955 | $1.5M | — | +6.3% |
| 87 | PRUDENTIAL FINANCIAL#87 · 110,303 sh | 110,303 | $1.5M | <0.01% | -32.5% |
| 88 | NORDEA INVESTMENT MANAGEMENT AB#88 · 112,743 sh | 112,743 | $1.5M | <0.01% | New |
| 89 | THOMPSON SIEGEL & WALMSLEY#89 · 108,319 sh | 108,319 | $1.5M | 0.03% | -1.0% |
| 90 | JPMORGAN CHASE#90 · 108,252 sh | 108,252 | $1.4M | <0.01% | -68.9% |
| 91 | WELLS FARGO & COMPANY#91 · 104,581 sh | 104,581 | $1.4M | <0.01% | +159.9% |
| 92 | Squarepoint Ops#92 · 103,484 sh | 103,484 | $1.4M | <0.01% | -75.4% |
| 93 | State of Wyoming#93 · 101,346 sh | 101,346 | $1.4M | 0.14% | +489.0% |
| 94 | Integrated Quantitative Investments#94 · 101,338 sh | 101,338 | $1.4M | 0.22% | 0.0% |
| 95 | Potomac Capital Management#95 · 100,000 sh | 100,000 | $1.3M | 0.92% | 0.0% |
| 96 | WINTON GROUP Ltd#96 · 99,495 sh | 99,495 | $1.3M | 0.04% | -4.0% |
| 97 | B. Metzler seel. Sohn & AG#97 · 98,612 sh | 98,612 | $1.3M | 0.01% | +9.2% |
| 98 | XTX Topco Ltd#98 · 97,423 sh | 97,423 | $1.3M | 0.02% | New |
| 99 | Hennion & Walsh Asset Management#99 · 84,615 sh | 84,615 | $1.1M | — | +13.6% |
| 100 | GREAT WEST LIFE ASSURANCE#100 · 83,572 sh | 83,572 | $1.1M | <0.01% | -4.6% |
Funds that sold out of ARLO in Q2 2026 (43)
Held ARLO at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Qube Research & Technologies Ltd784,139 sh | 784,139 | $11.2M |
| JANE STREET GROUP705,232 sh | 705,232 | $10.0M |
| HRT FINANCIAL515,905 sh | 515,905 | $7.3M |
| Trexquant Investment509,101 sh | 509,101 | $7.2M |
| CITADEL ADVISORS454,548 sh | 454,548 | $6.5M |
| DRIEHAUS CAPITAL MANAGEMENT407,237 sh | 407,237 | $5.8M |
| TUDOR INVESTMENT ET AL203,605 sh | 203,605 | $2.9M |
| GSA CAPITAL PARTNERS LLP191,713 sh | 191,713 | $2.7M |
| Susquehanna Portfolio Strategies120,988 sh | 120,988 | $1.7M |
| Point72 Asset Management, L.P.69,351 sh | 69,351 | $986.9K |
| MILLENNIUM MANAGEMENT64,243 sh | 64,243 | $914.2K |
| POLEN CAPITAL MANAGEMENT58,674 sh | 58,674 | $834.9K |
| SkyView Investment Advisors58,436 sh | 58,436 | $832.0K |
| NATIXIS50,000 sh | 50,000 | $711.5K |
| PDT Partners42,895 sh | 42,895 | $610.4K |
| nVerses Capital40,958 sh | 40,958 | $582.8K |
| Round Rock Advisors38,355 sh | 38,355 | $545.8K |
| Mariner36,536 sh | 36,536 | $519.9K |
| OneDigital Investment Advisors34,974 sh | 34,974 | $497.7K |
| Campbell & Investment Adviser23,772 sh | 23,772 | $338.3K |
| NATIXIS ADVISORS23,733 sh | 23,733 | $338.0K |
| MOODY NATIONAL BANK DIVISION21,881 sh | 21,881 | $311.4K |
| Holocene Advisors20,789 sh | 20,789 | $295.8K |
| BALYASNY ASSET MANAGEMENT L.P.12,905 sh | 12,905 | $183.6K |
| GAMCO INVESTORS, ET AL12,700 sh | 12,700 | $180.7K |
| GLENMEDE NA10,993 sh | 10,993 | $156.4K |
| Pathstone10,173 sh | 10,173 | $144.8K |
| IEQ CAPITAL10,163 sh | 10,163 | $144.6K |
| QUADRANT CAPITAL GROUP10,144 sh | 10,144 | $121.1K |
| SIMPLEX TRADING2,986 sh | 2,986 | $42.5K |
| MAI Capital Management1,038 sh | 1,038 | $14.8K |
| TWIN PEAKS WEALTH ADVISORS417 sh | 417 | $5.9K |
| LRI Investments365 sh | 365 | $5.2K |
| Advisory Services Network357 sh | 357 | $5.1K |
| Western Wealth Management250 sh | 250 | $3.6K |
| North Star Investment Management122 sh | 122 | $1.7K |
| Federation des caisses Desjardins du Quebec66 sh | 66 | $939.00 |
| Wealth Preservation Advisors55 sh | 55 | $783.00 |
| Sound Income Strategies55 sh | 55 | $776.00 |
| Basecamp Wealth Advisors50 sh | 50 | $712.00 |
| SJS Investment Consulting23 sh | 23 | $328.00 |
| Root Financial Partners6 sh | 6 | $85.00 |
| Ameritas Advisory Services2 sh | 2 | $28.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.